Usi Holdings, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Usi Holdings, INC.
  • Sponsor EIN: 824155907
  • Sponsor Address: 8 COOK STREET, BILLERICA, MA, 01821
  • Plan Type: DC
  • Total Participants: 24
  • Total Assets: $10.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202424$10.6M$199,996$0
202321$7.3M$188,454$0
202219$4.9M$188,454$0

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